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Headline Issue Diary Date
UK's NatWest faces fine over money-laundering failings 195 CompliNEWS 08 Oct 2021
Key findings stemming from the FATF's Mutual Evaluation of South Africa 195 CompliNEWS 08 Oct 2021
FATF identifies significant weaknesses in parts of South Africa's AML/CFT/CPF system 195 CompliNEWS 08 Oct 2021
SCA slams Santam’s ‘tortured’ attempt to avoid liability 195 CompliNEWS 08 Oct 2021
Santam accepts court ruling against it, ordered to pay 18 months' lockdown claims 195 CompliNEWS 08 Oct 2021
Webinar on Environmental, Social, and Governance (ESG) 194 CompliNEWS 03 Oct 2021
Latest batch of FST enforcement actions 194 CompliNEWS 03 Oct 2021
FST case summary involving Midcoast Financial Services (Pty) Ltd and another (FAIS Ombud determination – the exercising of discretion) 194 CompliNEWS 03 Oct 2021
Fund managers call on companies to set GHG targets 194 CompliNEWS 03 Oct 2021
Cybersecurity – Key institutions targeted as cyber attacks rise 194 CompliNEWS 03 Oct 2021
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Working Smart

By Lee Rossini

To build a sustainable business in today’s complex environment, financial planners need to offer more than expert recommendations. It requires cultivating strong partnerships with clients built on collaboration. Collaboration is more than just communication; it is the process of working jointly with clients to identify their goals, understand their challenges, and co-create tailored solutions that align with their financial aspirations. By adopting a collaborative approach, planners can gain deeper insights into client needs, strengthen trust, and deliver advice that truly resonates.

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